BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                   SB 467|
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                                 THIRD READING


          Bill No:  SB 467
          Author:   Pavley (D)
          Amended:  5/31/11
          Vote:     21

           
           SENATE GOVERN. ORGANIZATION COMMITTEE  :  11-1, 4/26/11
          AYES:  Wright, Berryhill, Cannella, Corbett, De Le�n, 
            Evans, Hernandez, Padilla, Strickland, Wyland, Yee
          NOES:  Anderson
          NO VOTE RECORDED:  Calderon

           SENATE APPROPRIATIONS COMMITTEE :  6-2, 5/26/11
          AYES:  Kehoe, Alquist, Lieu, Pavley, Price, Steinberg
          NOES:  Walters, Runner
          NO VOTE RECORDED:  Emmerson


           SUBJECT  :    Department of General Services:  contracts

           SOURCE  :     Author


           DIGEST  :    This bill provides that under certain 
          conditions, a contract for energy efficiency products or 
          services shall be regarded by the Department of General 
          Services (DGS) as a no-cost or net-neutral contract, and 
          requires DGS to issue a non-mandatory master services 
          agreement for procurement of energy efficiency products or 
          services by state agencies.

           ANALYSIS  :    

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          Existing law:

          1. Authorizes the Public Works Board to acquire and 
             construct public 
             buildings for use by state agencies when authorized by a 
             separate act or appropriation enacted by the 
             Legislature. 

          2. Requires new public buildings to be designed, 
             constructed, and equipped with all energy efficiency 
             measures, materials, and devices that are feasible and 
             cost-effective over the life of the building or the life 
             of the energy efficiency measure, whichever is less. 

          3. States that existing public buildings, when renovated or 
             remodeled, shall be retrofitted to meet specified energy 
             efficiency standards. 

          4. Requires DGS to review and adopt revisions to its 
             standard leases that are designed to maximize energy 
             savings in buildings leased by the state. 

          5. Authorizes DGS to consolidate the needs of state 
             agencies for goods and services and establish master 
             agreements that leverage the state's buying power for 
             acquisition of goods and services.  State and local 
             agencies may contract with suppliers awarded those 
             contracts without further competitive bidding. 

          This bill:

          1. Defines an "energy efficiency product or service" as a 
             technology or technology service where the energy cost 
             savings to the state are projected to exceed the 
             compensation the state pays for the technology or 
             service within 36 months of the initial deployment of 
             the product or service. 

          2. Directs DGS to deem a contract for an "energy efficiency 
             product or service" to be a no-cost or net-neutral cost 
             contract if the contract is financed by either of the 
             following methods:

             A.    The state pays the vendor an incremental amount on 







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                the contract that is less than the difference between 
                the amount the state was paying for energy prior to 
                entering into the contract, and what the state is 
                paying for the energy after entering into the 
                contract. 

             B.    The vendor pays a specified sum at the outset of 
                the contract to provide its services, in exchange for 
                the state paying the vendor an incremental amount 
                equal to the difference between what the state was 
                paying for energy for a facility prior or facilities 
                to execution of the contract and for the same energy 
                afterwards, for the life of the contract.

          3. Requires DGS to issue a non-mandatory master services 
             agreement (MSA) permitting owners, operators, and 
             tenants of state facilities to procure a wide range of 
             energy efficiency products or services from the approved 
             companies included in the agreement. 

          4. Specifies that the companies included in the agreement 
             shall have a record of providing those products or 
             services to governmental entities or private sector 
             companies for at least two years prior to January 1, 
             2012. 

          5. Directs DGS to begin working with relevant university 
             centers no later than January 1, 2013, for guidance in 
             the development of product and service specifications 
             for the non-mandatory MSA.

          6. States that the non-mandatory MSA shall include 
             provisions to authorize pilot or demonstration contracts 
             for energy efficiency products or services.  

          7. Clarifies that this energy efficiency contract program 
             shall not be construed to do any of the following:

             A.    Limit the ability of DGS to determine a vendor is 
                in breach of contract.

             B.    Prevent the state from requiring other terms or 
                conditions, as long as the terms do not frustrate the 
                purposes of this bill.







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             C.    Prevent DGS from reasonably apportioning 
                administrative or consulting costs required to 
                implement the contracting methods set forth in this 
                bill to ensure that that the state does not lose the 
                opportunity to achieve energy savings and DGS is able 
                to be fully reimbursed for those reasonable costs 
                exclusively from savings.

             D.    Require creation of a General Fund obligation.

           Background
           
          The Green Building Executive Order (S-20-04) directs state 
          agencies to reduce energy usage 20 percent by 2015 by 
          retrofitting, building and operating energy and resource 
          efficient buildings.  Although DGS has audited and 
          retrofitted approximately 25 state buildings pursuant to 
          this Order, attempts to thereby reduce energy usage in 
          state owned or leased buildings have not been fully 
          accomplished.  As a matter of fact, state energy usage has 
          gone up since the issuance of the Order in 2004.

           Prior Legislation
           
          SB 954 (Figueroa), Chapter 556, Statutes of 2005, requires 
          DGS to standardize the operational responsibilities for 
          information technology procurement, and to establish and 
          publish policies regarding the purchase of information 
          technology products and services. 

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes   
          Local:  No

          According to the Senate Appropriations Committee:

                         Fiscal Impact (in thousands)

           Major Provisions        2011-12    2012-13    2013-14     Fund  

          New energy efficiency          
          contract bidding procedure
          - issuance of master           Minimum $250 one time; up 
          to                    Special*







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          services agreement    $125 ongoing

          - pilot or demonstration       $125 or more 
          annuallySpecial*
          contracts

          * Service Revolving Fund (a cost recovery fund operated 
          by the department)

           SUPPORT  :   (Verified  5/31/11)

          California League of Conservation Voters
          Environment California
          Scientific Conservation, Inc.


           ARGUMENTS IN SUPPORT  :    The author notes that, "despite 
          the fact that energy efficiency is a high priority for the 
          State of California, and that state departments have been 
          directed to do everything they can to save energy and 
          energy costs, the Department of General Services has not 
          entered into one of these contracts, despite attempts to do 
          so.  This is because DGS contracting is not set up for 
          these types of contract vehicles?This bill will permit the 
          state to enjoy the savings from such services without risk 
          of non-performance costing the state money and making 
          significant upfront capital commitments."


          PQ:kc  5/31/11   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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